Teams at Choreo

Build and manage a pipeline of prospective high-net-worth clients in the Boston market via CPA partnerships, referrals, and local networks. Lead discovery and proposal conversations, coordinate integrated planning with specialists, maintain disciplined CRM and follow-up, and support onboarding. Support market development and partner activation while partnering with senior advisors to convert opportunities and grow the practice.

Lead client acquisition and market growth in the Boston market through CPA partner channels. Build and manage a pipeline, convert high-net-worth clients, cultivate CPA relationships, deliver integrated wealth planning and investment strategies, and expand local brand visibility while owning CRM and onboarding.

Own RPAS revenue growth by building a repeatable sales process, driving advisor engagement and referrals, managing full sales lifecycle and CRM pipeline, developing CPA and alliance channels, creating enablement materials and training, and aligning growth with delivery and fiduciary standards.